Simple Sales Tracking Blog

Easily switch between company or group accounts



We had some great feedback on the new reports for the Report Center as well as suggestions for new ones. If you missed our last email, please consider sending us your feedback – it’s not too late yet.

Along with the handful of design changes this week, you may have noticed a new menu option named “Link to Account…”. This is something that’s been on the requested list for a while and we’re excited to get it into production. Note – this setup option is visible only to those with Admin level access, however accounts can be linked for those with any level of access.

There are 2 reasons why you might like to take a closer look at this new capability:

  1. You have more than a dozen users who work in separate divisions.
  2. You use Simple Sales Tracking for more than one company.

With the ability to switch between accounts, you can jump from one company (or division) to another without having to logout, then back in again. If you want to organize your sales people into teams and restrict access so that each member has access and visibility only to those in their team, then linking accounts is a perfect solution.

Filed under: New Features, , , , , ,

Another Addition to List Pages

The ability to perform bulk actions on Leads, Opportunities and Accounts has been a big hit! – So we’ve kept going.

The latest bulk action now available is ownership reassignment.  You’ll find under the Bulk Actions drop down list near the bottom of each of the Account, Opportunity and Lead list pages a new option to re-assign all selected records to a different owner.

Filed under: How To's, New Features, , , ,

How to track your sales pipeline and why it’s important

sales pipeline funnel exampleYour sales pipeline (or sales funnel) is an important part of your sales process, and when used will lead to closing more sales.

In its simplest form, a sales pipeline can be represented in 3 major stages, starting with Leads, then following on to Opportunities and finally to Accounts. For most of you reading this, you’ll already be familiar with the concept and likely be employing it in your selling activities.  For a more detailed explanation of each of the stages, take a look at a post we wrote a while back where we explain how the 3 step pipeline fits into Simple Sales Tracking.

A primary reason for tracking your sales pipeline is for projections, which include future/prospective:

– Cash flow / Earnings

– Demand for products and services

– Customer growth

– Scalability

If you consistently convert the same percentage of Leads into Opportunities, then into Accounts, over time you’ll be able to more accurately trend your projections and uncover your closing rates individually and for your group or company.

With you increased insight, you can begin to measure and test various approaches to your sales activities, rather than ‘taking shots in the dark’, you’ll begin to carefully measure the effect of each one.

Importantly, you’ll also begin to see where your customers are falling through the cracks and learn where more follow ups are needed and when.

Filed under: Sales Techniques and Strategy, , , , , , , ,

Google Map with Every Address

Any Account, Opportunity, Lead or Contact where you’ve provided an address now has a link – which opens up a new window with a pin marking the spot on Google Maps.

Filed under: How To's, New Features, , , , , ,

Import directly into Accounts and Opportunities

Until now, importing your data into Simple Sales Tracking has been limited to Contacts and Leads. 

If you had wanted those Leads to be Opportunities or Accounts, you would have had to Covert the manually.

You’ll notice now, on Step 2 of the Lead import, at the bottom of the page, a new drop down list which asks you to choose at which stage you want to import the data. By default, this is still Leads. Optionally, change this to either Opportunities or Accounts to import directly to this stage.

Keep in mind that First Name, Last Name, Job Title and Company are fields that only exist in Leads.  After the Lead stage, that information gets seperated out as a Contact.

Filed under: How To's, New Features, , , , ,

New Features and Reports Released

Overnight we released a handful of new features that have been in high demand. We’ve also beefed-up reporting. We’ve included the highlights in this email, along with an experiment we’d like to tell you about.

Word-Of-Mouth Experiment

We’d like to try something a little different.

We’d like to see if we can outpace Google searches, Ads and Partner referrals for getting the word out about Simple Sales Tracking and we’re asking for your help.

If you find Simple Sales Tracking a useful tool for you, and you know of someone else who might also, tell them.

Then, let us know! We don’t want to know who, what or where. Just send us an email to let us know you did.

To sweeten the deal, in about a week we’ll pick at random 10 people and send each a free copy of Seth Godin‘s latest book, Linchpin.

New Features

Buttons added to Lead, Opportunity and Accounts Pages

We’ve added a new “Save & Add New” button, which will speed things up when entering multiple sales at the same time. Clicking the button saves the current sale and opens a new blank entry form.

We’ve also added a new “Clone” button, which will copy all of the data from the sale you’re viewing at the time, into a new sale entry form. If you’re creating new sales that are each similar to each other, this should help to speed things up.

Increased Size Limits for Notes and Documents

In the past you were limited to the length of Note you could enter for a Sale. Although that limit was large, for some, it wasn’t large enough. So, we’ve blown the cap off entirely. Notes can now be as long as you like.

We’ve also increased the document storage space limits from 50mb to 100mb on Full Accounts and 5mb to 10mb on Limited Accounts. In the near future we’ll also be making an announcement regarding unlimited document storage and overall enhanced capability in this area. Stay tunned!

Lead Import

In the past, you were not able to set the Status, Scale or High/Low/Actual Amounts during the Lead Import process. We’ve changed this so you can set each of those per record at the time of importing.

New Reporting

This release introduces a number of new capabilities surrounding reporting.

With all Lead, Opportunity and Account reports you can now filter your results based on a date range of when they’re created. Also, you can filter based on the data from your User Defined fields.

Additionally, we’ve added a report that will return ALL data fields for Leads, Opportunities, and Accounts.

We’ve added a brand new report called the “Pipeline” report, which returns a combined list of Leads, Opportunities and Accounts based on the pipeline they’ve followed. Filtered by date range, you can view, for example all Leads which where converted to Opportunities and all Opportunities converted to Accounts over the past month.

Finally, in addition to pdf and excel exports of reports, you’ll now have the added capability of saving the result of a report in MS Word document format.

Thanks

Thanks for your feedback and suggestions. You’ve helped to make Simple Sales Tracking a top CRM choice for Small and Medium sized businesses from around the world.

Filed under: New Features, , , , , ,

Improved Search Capability

Up until now, searching using the search box located on the Start Page has been limited to the names of Leads, Opportunities and Accounts.

In our latest release, we’re pleased to announce the introduction of a more full-featured search.

Search will now take into account both the Name and Details of Leads, Opportunities, Accounts, Tasks and Notes.

Filed under: New Features, , , , , ,

What’s the difference between Leads, Opportunities and Accounts

From time to time we’ll get a question about the differences between Leads, Opportunities and Accounts.  Here’s a quick blog post to help clear it up.


Lead -> Opportunity -> Accounts represents a progression in the sales pipeline.

So, in many cases a sale starts as a lead, becomes an opportunity and then an account in that order.

For example:

1. A lead usually represents someone who you think might want to buy something from you, but they’ve not actually said that they do yet. (you may not have even spoken with them yet.)
2. An opportunity could then be the next stage, where you’ve spoken with someone and they’ve indicated that they are in fact interested in what you’re selling.
3. An account would be finally that they’ve made the decision to buy from you and they’re now you’re customer.

Each of the forms in Simple Sales Tracking for these look very similar on purpose – to provide a smooth transition for that pipeline.

Filed under: How To's,

About

Simple Sales Tracking is web-based sales CRM software for the tracking, analysis and forecasting of individual and team sales pipeline and contacts.

Built with simplicity at its core, focus is kept on key sales tasks, while eliminating unnecessary ones, helping to ensure buy-in of the entire sales team.
Go to SimpleSalesTracking.com

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